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Scenario |
Note Type |
Note Template |
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Repair using CHS Parts |
Private |
AUTHORIZATIONS NOTE: Caller Name & Company – Bob with Joe’s Appliance Age/Condition of Unit – 10 years old, good condition Failed Equipment – Control board shorted Reason for Failure – Normal wear and tear Action Taken – Sent parts to research for possible repair Next Steps – SP contacted once parts are spec’d Additional Information – Attempted to self-service, unable to locate parts |
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Public w/ Email |
SERVICE JOB APPROVED: Service Call: $75.00 Parts/Equipment: Total Labor $150.00 Total Tax: $13.00 Additional Charges: $0 Total Payable from CHS: $238 |
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Repair using Marcone Parts |
Private |
AUTHORIZATIONS NOTE: Caller Name & Company – Bob with Joe’s Appliance Age/Condition of Unit – 10 years old, good condition Failed Equipment – Control board shorted, Bake element shorted Reason for Failure – Normal wear and tear Action Taken – Self- served parts and ordered using Marcone Next Steps – once SP has received parts, they will contact customer to schedule repair Additional Information – |
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Public w/ Email |
SERVICE JOB APPROVED: Service Call: $75.00 Parts/Equipment: Total Labor: $15.00 Total Tax: $13.00 Additional Charges: $0 Total Payable from CHS: $103.00 |
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Repair/Replace using SP Parts |
Private |
AUTHORIZATIONS NOTE: Caller Name & Company – Bob with Joe’s Appliance Age/Condition of Unit – 10 years old, good condition Failed Equipment – Control board shorted Reason for Failure – Normal wear and tear Action Taken – Approved repair using S/P parts, Created exception to have customer advised of non-covered charges Next Steps – SP will complete repairs when they get part Additional Information – Bob says he can complete repair today Non-Covered Charges - <list each non-covered charge and amount, if applicable> |
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Public w/ Email |
SERVICE JOB APPROVED: Service Call: $75.00 Parts/Equipment: $170.00 Total Labor: $150.00 Total Tax: $13.00 Additional Charges: $0 Total Non-Covered Charges: $500 Total Payable from CHS: $308.00 |
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Replace using CHS Equipment |
Private |
AUTHORIZATIONS NOTE: Caller Name & Company – Bob with Joe’s Appliance Age/Condition of Unit – 10 years old, poor condition Failed Equipment – Internal wire shorted Reason for Failure – Normal wear and tear Action Taken – Sent to research for possible replacement, Created exception to have customer advised of non-covered charges Next Steps – Customer will be contacted once replacement is selected Additional Information – Unit is unrepairable Non-Covered Charges - <list each non-covered charge and amount, if applicable> |
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Public w/ |
SERVICE JOB APPROVED: Service Call: $75.00 Total Tax: $12.00 Additional Charges: $0 Total Non-Covered Charges: $0 Total Payable from CHS: $87.00 |
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Not Addressed |
Private |
AUTHORIZATIONS NOTE: Caller Name & Company – Bob with Joe’s Appliance Age/Condition of Unit – 10 years old, poor condition Failed Equipment – Glass top broken Reason for Failure – No mechanical failure Action Taken – Contacted customer to advise of job not being addressed Next Steps – SP will reach out to customer to see if they would like to move forward with repair at their cost Additional Information – Not Addressed: glass top is structural, not addressed per section iii, 1. Kitchen and Laundry Appliances: Structural Components (only copy section of paragraph related to denial, not the entire paragraph) |
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Public w/ Email |
SERVICE JOB NOT ADDRESSED / CLAIM APPROVAL: Service Call: $75.00 Parts/Equipment: Not addressed Total Labor: Not addressed Total Tax: Not addressed Total Payable from CHS: $75.00 |
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General Questions & Inquiries |
Private |
AUTHORIZATIONS NOTE: Caller Name & Company – Bob with Joe’s Appliance Purpose of Call – Checking coverage for dishwasher pump Action Taken – Advised pump is covered under contract. Advised of a mechanical failure due to normal wear and tear per contract Next Steps – SP to call back with service report Additional Information – Bob says he can complete repair today |
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Public w/ Email |
SERVICE JOB PENDING SERVICE REPORT: Service Call: $75.00 |
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Verbal Approval for Additional Diagnosis, Diagnostic Tests, & Travel |
Public w/ Email |
APPROVED DIAGNOSIS/TRAVEL ONLY: Additional Diagnosis: $50.00 Electronic Leak Search: $75.00 Travel Fee: $35.00 |
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Job Summary Template |
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<Final Status>, <Deductible Status>, <SP Comments> Example: Approved Repair, Deductible Paid, SP will complete repairs today |